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ELEVATION WEALTH PARTNERS, LLC: SCHD position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of ELEVATION WEALTH PARTNERS, LLC on SCHD, newest first. How the timeline and the estimate are built.

ELEVATION WEALTH PARTNERS, LLC held 140,378 SCHD shares at 2026-09-30 per its 13F-HR filed 2026-10-07.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 140,378 shares
    Change vs previous 13F +3,205 shares

    1.28% of the 13F portfolio, value $4,566,510.

    13F-HR 0001976256-26-000006 filed by ELEVATION WEALTH PARTNERS, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 137,173 shares
    Change vs previous 13F +601 shares

    1.3% of the 13F portfolio, value $4,349,744.

    13F-HR 0001976256-26-000003 filed by ELEVATION WEALTH PARTNERS, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2026-03-31
    13F 136,572 shares
    Change vs previous 13F +5,046 shares

    1.5% of the 13F portfolio, value $4,190,017.

    13F-HR 0001976256-26-000002 filed by ELEVATION WEALTH PARTNERS, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-12-31
    13F 131,526 shares
    Change vs previous 13F +10,055 shares

    1.28% of the 13F portfolio, value $3,607,771.

    13F-HR 0001976256-26-000001 filed by ELEVATION WEALTH PARTNERS, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-09-30
    13F/A 121,471 shares
    Change vs previous 13F -322 shares

    1.19% of the 13F portfolio, value $3,316,147.

    13F-HR/A 0001976256-25-000008 filed by ELEVATION WEALTH PARTNERS, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-06-30
    13F 121,793 shares
    Change vs previous 13F +1,455 shares

    1.27% of the 13F portfolio, value $3,227,523.

    13F-HR 0001976256-25-000003 filed by ELEVATION WEALTH PARTNERS, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2025-03-31
    13F 120,338 shares
    Change vs previous 13F +28,713 shares

    1.45% of the 13F portfolio, value $3,364,654.

    13F-HR 0001976256-25-000002 filed by ELEVATION WEALTH PARTNERS, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-12-31
    13F 91,625 shares
    Change vs previous 13F not available

    1.06% of the 13F portfolio, value $2,503,179.

    13F-HR 0001976256-25-000001 filed by ELEVATION WEALTH PARTNERS, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).